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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,083 | $59,813-39.7% | $79,580-54.7% | $68,486-47.3% |
| Participation rate | 31.0% | 61.1%-30.0pp | 69.5%-38.5pp | 67.9%-36.9pp |
| Annual return | -22.84% | -12.30%-10.5pp | 0.15%-23.0pp | -7.85%-15.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,496 | $3,024-50.5% | $3,985-62.5% | $4,028-62.9% |
| Admin fee / account holder | $11,022 | $4,835+128.0% | $6,835+61.3% | $5,404+104.0% |